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Las carteras de acciones más recientes de los mejores inversionistas y fondos de cobertura del mundo
AUM masivo
Más de $200 mil millones
AUM elevado
De $10 mil millones a $200 mil millones
AUM medio
De $2B a $10B
AUM bajo
De $250M a $2B
AUM micro
Menos de $250M
Menos de 10%
Menos de 20%
Menos de 40%
Menos de 60%
Menos de 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Nombre | AUM |
Crecimiento de AUM |
AUM Crecimiento % |
Trim. Rend. est. |
Rendimiento est. a 3 años | Posiciones en cartera | Rotación de cartera |
Tenencia prom. (años) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2526 |
2526
Teamwork Financial Advisors
San Antonio,
Texas
| USD 751 M | -USD 18.9 M | -2% | 3.45% | 134% | 204 | 28.92% | 2 |
|
| 2527 |
OCMI
2527
Oaktop Capital Management II
Chatham,
New Jersey
| USD 751 M | -USD 50 M | -6% | 3.28% | 451% | 15 | 0% | 7.7 |
|
| 2528 |
2528
NTV Asset Management
Charleston,
West Virginia
| USD 751 M | -USD 7.59 M | -1% | 0.49% | 110% | 287 | 10.8% | 6.3 |
|
| 2529 |
2529
Jag Capital Management
St Louis,
Missouri
| USD 751 M | +USD 33.3 M | +5% | 5.78% | 269% | 150 | 19.33% | 3.8 |
|
| 2530 |
2530
Hartline Investment Corp
Winnetka,
Illinois
| USD 750 M | -USD 122 M | -14% | 5.96% | 222% | 104 | 10.58% | 3.1 |
|
| 2531 |
2531
Khrom Capital Management
Miami Beach,
Florida
| USD 748 M | -USD 135 M | -15% | 4.15% | 35.6% | 20 | 30% | 1.2 |
|
| 2532 |
2532
Grove Bank & Trust
Miami,
Florida
| USD 748 M | +USD 27.8 M | +4% | 2.36% | 80.5% | 871 | 12.51% | 2.5 |
|
| 2533 |
2533
Claro Advisors
Boston,
Massachusetts
| USD 747 M | +USD 7.09 M | +1% | 4.42% | 98.8% | 557 | 20.65% | 2.4 |
|
| 2534 |
2534
Slow Capital
Greenbrae,
California
| USD 747 M | +USD 40.4 M | +6% | 5.92% | 156% | 123 | 12.2% | 5 |
|
| 2535 |
2535
Oak Root LLC
Santa Barbara,
California
| USD 746 M | -USD 22 M | -3% | 2% | 75.4% | 15 | 6.67% | 1.2 |
|
| 2536 |
2536
Community Bank
Dewitt,
New York
| USD 746 M | -USD 33.8 M | -4% | 0.93% | 86.3% | 404 | 9.16% | 6.9 |
|
| 2537 |
2537
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| USD 746 M | +USD 91.8 k | +0% | 1.71% | 97.3% | 539 | 19.29% | 3.9 |
|
| 2538 |
2538
Talon Private Wealth
The Villages,
Florida
| USD 746 M | +USD 267 M | +56% | 0.77% | – | 309 | 48.87% | 0.4 |
|
| 2539 |
2539
Ascent Wealth Partners
New Hartford,
New York
| USD 746 M | +USD 3.97 M | +0.5% | 2.38% | 105% | 171 | 7.02% | 4.2 |
|
| 2540 |
2540
Advisors Preferred
Rockville,
Maryland
| USD 745 M | +USD 123 M | +20% | 1.59% | 102% | 351 | 76.92% | 0.4 |
|
| 2541 |
2541
Marathon Trading Investment Management
Radnor,
Pennsylvania
| USD 745 M | -USD 1079 M | -59% | 6.07% | 179% | 429 | 45.45% | 1.1 |
|
| 2542 |
2542
RTD Financial Advisors
Philadelphia,
Pennsylvania
| USD 744 M | -USD 35.6 M | -5% | 2.48% | 51.5% | 121 | 9.92% | 2.5 |
|
| 2543 |
2543
Redhawk Wealth Advisors
Minneapolis,
Minnesota
| USD 744 M | +USD 3.54 M | +0.5% | 0.13% | 116% | 330 | 22.42% | 1.8 |
|
| 2544 |
2544
Jackson Square Partners
Larkspur,
California
| USD 744 M | -USD 217 M | -23% | 6.95% | 102% | 63 | 17.46% | 3.3 |
|
| 2545 |
2545
Tran Capital Management
San Rafael,
California
| USD 743 M | -USD 139 M | -16% | 7.15% | 173% | 67 | 8.96% | 2.6 |
|
| 2546 |
2546
HHM Wealth Advisors
Chattanooga,
Tennessee
| USD 743 M | +USD 7.43 M | +1% | 2.62% | 70.6% | 1,056 | 16.76% | 2.6 |
|
| 2547 |
2547
Insight Wealth Strategies
San Ramon,
California
| USD 743 M | -USD 2.95 M | -0.4% | 0.07% | 83.5% | 166 | 13.25% | 2.8 |
|
| 2548 |
2548
Relyea Zuckerberg Hanson
Stamford,
Connecticut
| USD 742 M | -USD 1.34 M | -0.2% | 3.05% | 95.9% | 264 | 8.33% | 2.9 |
|
| 2549 |
2549
Legato Capital Management
San Francisco,
California
| USD 742 M | -USD 23 M | -3% | 3.51% | 252% | 640 | 23.59% | 1.4 |
|
| 2550 |
2550
Greenwood Capital Associates
Greenwood,
South Carolina
| USD 741 M | -USD 25 M | -3% | 1.63% | 87.7% | 269 | 24.54% | 2.6 |
|